Reprise du message précédent :

Enorme

 
J'ai l'impression que tu mélange les Mwh et les Kwh dans tes deux postes, celui-ci et celui qui parle du Kwh à 400 euros....    

Lis ça
https://www.linkedin.com/posts/jean [...] 50946-HozW

Je pense qu'il lit hfr pas possible autrement

oui je me suis trompé pour le tarif ARENH c'est 42 € le Mwh , j'ajoute d'ailleurs que le volume total offert par l'ARENH est de 100 TWH/an à se partager entre les différents fournisseurs d’énergie alternatif .( et donc 300 TWh vendus sur le marché en partie au prix spot ou contrat long + 150 Twh avec du Nuke produit hors France, en Angleterre par exemple )
D'ailleurs de gros industriel pousse pour faire monter les volumes de 100 TWh à 130 Twh voir 150,  car la facture commence a être salée, des industriels comme Air liquide, arcelor, ST Gobain pousse pour que ça passe mais le GVT vient de dire non   .

Engie avec ses centrales en Belgique pourrait même rester plus longtemps que prévu là bas ..

Prosus

DIM qui se permet d'être rouge un jour de rebond général, ça va plus trop ces jours pour elle

-27% ici (mais j’en ai que 2 donc je Hold )

Pour ceux qui veulent miser sur le nuke, une petite boîte suédoise que j'ai en PF : Studsvik AB.

merci  
fais chier, c'est la merde.

je rajoute à ma "watchlist" yahoo  

C'est quand même pas compliqué ce changement climatique :
- programmer la rampe de décroisssance des émissions CO2 sur une période réaliste (plusieurs générations) : mix nuke / ER
- en parallèle damage control via geo-engineering pour éviter les conséquences les plus aigues (incendies, sécheresses, migrations...) : https://www.theguardian.com/books/2 [...] rk-warning
Problem solved
Ensuite on s'attaque au problème des ressources : exploitation des astéroïdes.
Et d'ici là, fusion nucléaire, énergie infinie, établissement d'une civilisation inter-galactique, génocide des oummains et NASDAQ à 1 milliard.

Moment de rentrer sur Ubisoft les frères ?

Il est en effet temps de valider l'étape 1 de l'échelle de Kardashev, dehors les hippies

Ouverture d'une position LNA

De mon coté je traine encore quelques titres vifs en MV (-40% à - 25%) qu'il m'est difficile de vendre (les montant sont pourtant très petit ~500€/ligne): Atos, Engie, ABInbev, Carrefour.
 
J'ai commencé à vendre Eutelsat sur lequel je suis toujours en MV de 20% (probablement en légère PV avec les dividendes). Aucune confiance dans ce titre qui est pour moi trop endetté surtout si les taux remontent. Une action que j'avais acheté à mes débuts quand je suis tombé dans le piège du dividende...

 
Mais    
 
Cette technique de fourbe ! (bon il faut aussi qu'elle marche...)

C'est un couteau qui tombe. Lentement certes, mais qui tombe

Il y a Far Cry 6 qui sort cette semaine, ça peut monter ou descendre ensuite.

Validé suite à la publication d'un article de Libération en septembre qui parlait des embouteillages liés à l'activité de l'usine dans la zone industrielle  :
 
https://www.liberation.fr/economie/ [...] F7HSBDA7Y/

Un génie le coup de google trafic    
 
 

 
pour le genocide ...inutile de s'attaquer à "mes amis" !
 
l'humanité est assez dingue pour s'autodetruire avant...d'ailleurs on y va gentilment...
 
opés du jour
allegement CRBP2 MOULINVEST...
renforts MAU CRAP.....
 

Je crois que ça sera sans moi.
Pas assez de croissance.
En plus, j'aime pas les IPO.
Je crois que je vais plutôt racheter vos titres à -30% d'ici quelques semaines

Article intéressant
 
https://www.ft.com/content/ed11c971 [...] 762b35080e
 
 
 Hedge funds have been quietly scooping up the shares of unloved oil and gas stocks discarded by environmentally minded institutional investors, and are now reaping big gains as energy prices surge.
 
Hedge fund managers in the US and UK have been betting that the eagerness of many big institutions to be seen to embrace environmental, social and governance (ESG) standards means they are selling wholesale out of fossil fuel stocks, even though demand for some of these products remains high.
 
“It’s such a great and easy idea,” Crispin Odey, founder of London-based Odey Asset Management, told the Financial Times.
 
“They [big institutional investors] are all so keen to get rid of oil assets, they’re leaving fantastic returns on the table,” added Odey, whose European fund is up more than 100 per cent so far this year.
 
The company has been building its position in oil and gas stocks this year and has sizeable stakes in groups including Norwegian oil company Aker BP, whose shares are up about 43 per cent, and Asia-Pacific-focused producer Jadestone Energy, up 44 per cent.
 
Odey said he had also been providing financing for unlisted vehicles that are being set up by commodities companies specifically to buy up unwanted assets being sold off by the oil majors.
 
The move away from fossil fuels by big institutions has often left hedge funds, which face fewer pressures to conform to ESG norms than mainstream fund companies, among the only buyers. This can present attractive opportunities, although it can leave them exposed to falls in energy prices or further selling by big investors.
 
 
Hedge fund managers argue that investment in oil and gas production is still badly needed © Orlin Wagner/AP
Alongside Odey’s fund, Goldman Sachs’s prime brokerage division, which provides a range of services such as stock lending and execution, recently told clients that energy stocks had had their biggest net buying by hedge funds since late February, according to a note seen by the FT.
 
“People don’t understand how much money you can make in things that people hate,” said Bison Interests’ managing partner and co-founder Josh Young, who says his fund avoids the “dirtiest companies”.
 
Bison Interests has profited from positions in companies including Canadian oil and gas group Baytex Energy Corp and US-based SandRidge Energy and is up 377 per cent this year before fees, according to a person familiar with the matter, ranking it as one of the world’s top-performing funds.
 
“Many of these companies are trading at very low cash flow multiples and at very big discounts to the replacement value of their assets,” said Young. “More people are driving gas-powered cars and scooters than ever.”
 
The pressure on institutional investors from climate lobby groups to stop funding fossil fuel companies has intensified markedly in recent years.
 
Pension funds, charities, churches and other faith groups and universities, which may own some stocks either directly or through funds they hold, are among those that have committed to selling out of such companies as a way of combating climate change and shifting investment towards more renewable forms of energy.
 
Climate activism group DivestInvest, which pushes investors to make no new investments in the top 200 oil, gas and coal companies and to sell any such positions within three to five years, says it has received pledges from more than 1,300 organisations managing $14.5tn in assets.
 
Recommended
UnhedgedRobert Armstrong
The ESG investing industry is dangerous
 
Hedge fund managers buying up these stocks argue that investment in areas such as oil and gas production is still badly needed, as highlighted by recent moves in the energy market. Oil prices hit their highest level in at least three years this week, while UK gas prices have more than quadrupled.
 
Companies often use their revenues from oil and gas to fund a transition to cleaner energy, say hedge fund managers, and halting investment into these stocks hurts this process.
 
“The ESG guys are causing terrible problems,” said Odey. “They’re ensuring price rises are not met by supply.”
 
Another European-based manager said moves by big investors to stop backing fossil fuel companies may be “counterproductive”, adding that the sector offers a “huge investment opportunity” for their fund.
 
Renaud Saleur, a former trader at Soros Fund Management and Jabre Capital, who now heads Anaconda Invest, said the effect was particularly striking in Europe, where investors had embraced ESG concerns to a greater extent than in the US.
 
“In Europe, people have been more keen to blackwash the oil and gas industry. It’s mere stupidity, this [sector] produces money to fund the energy transition,” he said, adding that these investors were also pushing stocks in sectors such as electric vehicles and hydrogen to “unsustainable levels”. He has backed companies including ShaMaran Petroleum and Australian energy group Santos.
 
As hedge funds search for targets, Jadestone has attracted a number of other investors in addition to Odey including Tyrus Capital, which owns about 25 per cent, and Polar Capital.
 
And hedge funds including Taconic and Kite Lake have this year gained control of Norwegian Energy Company (Noreco), a North Sea oil and gas producer whose shares collapsed by more than 99 per cent from their pre-financial crisis high, taking board seats.
 
Noreco has benefited from buying Danish upstream assets from Shell, with the help of financing from hedge funds. Shares in Noreco, which also counts hedge fund Astaris Capital among its investors, have risen about 10 per cent this year.
 
Smaller energy stocks, which hedge funds often favour, have benefited from buying cheap oil and gas assets from the oil majors, which face investor pressure to divest from fossil fuels. But there are signs that oil majors may be growing wary of such sales.
 
Earlier this year Patrick Pouyanné, chief executive of Total, told the FT that selling assets to other producers that may be less mindful of ESG concerns was not a solution. “Even if BP, Total and Shell divest from oil and gas it does not change anything,” he said.

LNA santé ?  

Un petit article sur la pénurie de composants dans l'informatique par un gars que j'apprécie beaucoup (Pierre Lecourt) :
https://www.minimachines.net/actu/p [...] nts-102749

Ca ressemble à un Korian-like

Un résumé de la cata actuelle, par M. Fiorentino.
 
https://app.placement.meilleurtaux. [...] 01309.html

fiorentino, c'est pas le mec qui prévoit une chute des marché depuis 1872 ?

Oui, j'ai été actionnaire
Mais Lookoom dessus, ça m'étonne.

Ubisoft, le projet c'est de creuser jusqu'à trouver du pétrole ?

... pour mieux vendre son produit  
 

Oui ? mais quel produit ? vite !    
 

Et finalement je respecte mon DCA mensuel : 1000 euros de plus sur le PANX.
 
Hop !

 
J'ai hésité hier, mais bon c'est déjà ma plus grosse ligne donc je vais pas abuser

   beau salaire HFR compliant

 
Non, c'est pas Touati quand même.

 
Je ne commenterai pas

 
Euh... 1000 euros... sorry...

 
Non mais sérieusement, qu'est-ce qui t'a convaincu d'y effectuer un placement ?

 
A peu près oui
 
Avec Dieulamarche et cie il y a un petit club comme ça